Filed December 5, 1995
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,746 | $78,694+50.9% | $67,652+75.5% | $125,391-5.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.27% | 9.46%-9.7pp | 6625.04%-6625.3pp | 282.22%-282.5pp |
| Employer contribution / active EE | $7,748 | $3,044+154.5% | $2,266+242.0% | $4,866+59.2% |
| Participant deferral / active EE | $7,629 | $4,292+77.7% | $3,560+114.3% | $5,352+42.6% |
| Admin fee / account holder | $23,498 | $7,403+217.4% | $4,821+387.4% | $9,540+146.3% |